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Microsoft Dynamics CRM
Build Relationships
and Drive ROI
Supercharge sales, engage customers with personalized interactions, drive a better customer experience, and accelerate business growth with Microsoft Dynamics CRM.
What is Microsoft Dynamics CRM?
Microsoft Dynamics CRM (Customer Relationship Management) is a set of different solutions to help you streamline all operations of sales, marketing, and customer service.
Leveraging the capabilities of Microsoft Dynamics 365 CRM, you can unify the data, simplify various processes, build long-lasting relationships with customers, enhance customer engagement, and supercharge productivity.
Moreover, Microsoft Dynamics CRM integration with Microsoft Dynamics ERP helps you have a more comprehensive business solution.
Microsoft CRM is not limited to big businesses anymore
Manage leads and build relationships
Close deal faster with tailored customer interaction
Note: In a recent update, Microsoft renamed it Microsoft Dynamics 365 Customer Engagement (CE), but business owners, consultants, and decision makers still call it Dynamics 365 CRM. With the updated name, Microsoft has started to primarily focus on offering cloud services while reducing its dependency on on-premises deployment.
Connect Sales and Marketing
Microsoft Dynamics CRM unifies the data, systems, and processes of different sales and marketing operations to offer an exceptional experience to a customer through the sales cycle.
Collaborating in sales and marketing helps a business understand the exact requirements of the customer and furnish them using the right communication channel.
Dynamics 365 CRM empowers the team to prioritize the right leads, nurture existing leads, and boost sales numbers.
Unify data system and processes.
Track customer throughout the sales cycle
Promotes sales and marketing team collaboration
Build Lasting Customer Relationships
Build stronger relationships with customers by combining different processes of sales and customer support. By combining the data, you will be able to understand customer demands and check for fluctuating marketing trends to build trust among customers.
You can also track the customer across different milestones of the sales and support journey to resolve their queries in real-time, leading you to build loyalty and exceptional customer satisfaction.
Microsoft Dynamics 365 CRM is a solution for modern businesses that allows customers to connect with the business from anywhere and anytime, leveraging mobile applications.
Understand customer demands
Track fluctuating market trends
Build loyalty and offer customer satisfaction
Simplify Customer Journey
Collect and collaborate on the customer data collected through different sources of communication channels to know their preferences and changing trends.
Such data can help a business approach a customer with tailored interactions and offers to build loyalty and gain trust.
You can even track, collect, and utilize the historical data of a customer to understand and identify a potential lead.
Unifies different communication channel
Offer tailored user interaction
Maintain customer historical data
Boost Sales Productivity
Get full visibility across entire sales activities and make real-time informed decisions to enhance the productivity of your sales team. Also, it lets you get customer insights so that you can focus on the resources to generate better sales revenue.
You can also distribute the resources and budgets accordingly while forecasting future sales and upcoming opportunities for growth.
Dynamics 365 CRM empowers sales executives to track, follow-up, and nurture leads until they become resourceful customers.
Get full visibility of sales activities
Make real-time decisions with insights
Forecast future sales
Dynamics CRM Benefits: Leverage AI to Close more Sales
Microsoft Dynamics CRM software offers numerous benefits, including the ability to strengthen customer relationships and close more deals utilizing predictive insights.
Understand your Customer
Embedded generative AI enables you to centralize and utilize the data to understand customer behavior and market trends. It will help you personalize your interactions with customers to close more deals.
Go Beyond Innovation
Dynamics CRM comes with the advanced capabilities of AI, BI, IoT, and Copilot Assistant to help you move forward with cutting-edge innovation to match up with evolving needs.
Supercharge Overall Efficiency
Establish a central communication bridge for consistent communication between team members, resulting in enhanced productivity and lower operational costs.
Adapt to the Latest Update
Cloud deployment enables the business to embrace the change in technology, innovation, and fluctuating market demands and adapt to offer exceptional performance.
Microsoft Dynamics CRM Applications: Modern Solutions for Complex Businesses
Microsoft Dynamics 365 CRM, or Dynamics 365 Customer Engagement, consists of four major solutions, which are:
Microsoft Dynamics 365 Sales is a powerful solution to streamline different sales operations, eliminating the complexities of the system. It empowers the sales executives to generate more sales, build strong relationships with customers, and close deals faster.
- Track customers throughout the sales journey
- Nurture the sales leads
- Leverage AI to automate repetitive tasks
- Monitor leads and customer interactions
- Provides a 360-degree view of customers
Microsoft Dynamics 365 Customer Service offers an advanced set of capabilities to offer an exceptional level of customer experience while utilizing the resources. It enables you to offer a personalized experience to all customers, improve customer satisfaction, and manage multiple requests with ease.
- Comes with an AI-powered Microsoft Copilot
- Offers knowledge management tools
- Gives an omnichannel experience
- Enhance agent productivity and performance
- Maximize operational efficiency
Microsoft Dynamics 365 Field Service enables the organization to deliver great on-site customer service. You can schedule tasks, automate processes, allocate resources, and track all issue resolution tickets until they get resolved.
- Real-time issue tracking and resolution
- Comes with a mobile app to make access easy
- Integrate Microsoft Teams to enable instant support
- Automate task scheduling and track status
- Offers the right set of tools to all technicians
Microsoft Dynamics 365 Customer Insights lets you track your customers and collect their data. It enables you to run marketing campaigns and record customer behavior to perform data analysis for a more personalized approach.
- Record customer interactions and behaviors
- Unifies data of different applications
- Run marketing campaigns using customer data
- Understand customer demands using AI
- Triggers personalized content for customers
Transform your customer experience and drive business impact Empower your sales team with AI-powered insights
The solutions in Dynamics 365 CRM will revolutionize your business and push you to generate maximum revenue while meeting customer expectations.
Start your Free Trial Today!Microsoft Dynamics CRM Solutions
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Microsoft Dynamics CRM Pricing
There is no combined license to access all solutions in Microsoft Dynamics CRM (CE). However, you can access the desired solution or set of solutions by purchasing their licenses.
Dynamics 365 Sales Pricing
The Microsoft Dynamics 365 Sales pricing and licensing come in four different plans, which are:
D365 Sales Team Member
$8 per user/month
- Access data from Outlook, web, and mobile
- Access data from Outlook, web, and mobile
- Create tables and share information
- Perform basic activities and chat with support
- Add or remove a contact or connection
D365 Sales Professional
$65 per user/month
- All features of the Team Member License
- Invoices and lead Management
- Manages campaigns and quotes
- Check lead quality and track opportunity
- Business audit and define internal relationships
D365 Sales Enterprise
$95 per user/month
- All features of Sales Professional
- Embedded intelligence and forecasting
- Establish product relationships
- Define sales goals and territories
- Configure and define business units
D365 Sales Premium
$135 per user/month
- All features of the Sales Enterprise
- Notes analysis
- Connection insights
- Comes with predictive forecasting
- Relationship insights
Dynamics 365 Customer Service
The Microsoft Dynamics 365 Customer Service pricing comes in two licensing plans:
D365 Customer Service Team Members
$8 per user/month
- Access data from Outlook, web, and mobile
- Read D365 application data
- Create, update, and delete activities and contacts
- Perform basic activities and chat with support
- Send emails, record, and export/import data
D365 Customer Service Professional
$50 per user/month
- All features of the Team Member license
- Create, update, and delete accounts and case
- Access to a knowledge base
- SLA management
- Auditing and business process customization
D365 Customer Service Enterprise
$95 per user/month
- All features of the Customer Service Enterprise
- Comes with an embedded license
- Service scheduling
- Manage, schedule, and dispatch resources
- Embedded with D365 Customer Voice and Mobile offline capabilities
Dynamics 365 Field Service
The Microsoft Dynamics 365 Field Service offers two licensing options, which are:
D365 Field Service Team Member
$8 per user/month
- Access data from Outlook, web, and mobile
- Read D365 application data
- Create, update, and delete activities and contacts.
- Work order management
- Yammer collaboration with a separate license
D365 Field Service Contractor
$50 per user/month
- Read all D365 Field Service data
- Create and modify activities, assets, and order
- Schedule and handle your own resources
- Add or remove connections
- Define, manage, and configure work hours
D365 Field Service
$95 per user/month
- All features of a contractor license
- Create, update, and edit field service cases
- Create and modify invoices, and dispatch
- Schedule different activities
- Comes with a Field Service mobile app
Dynamics 365 Customer Insights
The license for Microsoft Dynamics 365 Customer Insights offers two separate solutions: Dynamics 365 Customer Insights - Journey (earlier known as Dynamics 365 Marketing) and Dynamics 365 Customer Insights - Data.
Dynamics 365 Customer Insights
$1,700 per tenant/month
- Allows users to install both applications in four different environments.
- Base capacity of 10K people interacted via the Journey App.
- Base capacity of 100K unified people for profile unification via Data app.
- You can purchase additional licenses to increase capacity.
For more detailed Microsoft Dynamics CRM pricing and licensing, feel free to contact our team.
Contact Dynamics 365 Licensing Expert!Why Choose Dynamics Square over others?
Dynamics Square has been in the market for 12+ years, offering reliable and cost-effective services to help businesses grow and scale with consistency.
Microsoft Gold Partner
Dynamics Square is an authorized Microsoft Gold partner or Microsoft Dynamics partner with the perfect resources and infrastructure to support your business regardless of complexity.
Industry-Specific Solutions
Irrespective of your business's uniqueness, we will customize the solution and make it a perfect fit for your business to meet your unique needs.
Agile Methodology
We follow Microsoft’s certified methodology to offer our services, whether implementation, support, or customizing a solution.
Training and User Adoption
After the support, we will make sure that the changes or updates made are conveyed to the users via training or learning material.
Have you got
questions about D365 Microsoft Dynamics CRM
Click through to our FAQ for the best answers!
Designed to handle customer relationships, Microsoft Dynamics CRM helps companies simplify sales, boost customer service, and strengthen marketing initiatives, thus increasing customer involvement and happiness.
The suite of Dynamics 365 comprises both CRM and ERP solutions. Companies can decide on particular apps or combine their use for a comprehensive solution.
Indeed, Microsoft Dynamics CRM is great for small companies since it provides scalable solutions to enable expansion and simplify customer relationship management without draining too many resources.
It covers lead monitoring, sales automation, tailored customer interactions, and performance analytics, therefore enabling companies to properly manage sales flow and customer contacts.
Indeed, it enables users to change fields, processes, and reports to fit particular operational demands. This allows you to customize distinct business processes.
Yes, you can integrate various other Microsoft products and third-party apps with Dynamics 365 CRM. This helps you to unify data and improve productivity on many platforms.
To help companies maximize the potential of their D365 CRM and get the most out of their investment, Dynamics Square offers complete training, onboarding support, and continuous assistance.